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Webinar

Navigating wealth & private markets series — The future of private wealth management

Overview

The private wealth management industry is undergoing a significant transformation. Driven by demand for personalization, enhanced client experiences, and rising service expectations, technology, data, and human-centered strategies are redefining the future of wealth management. 

Event timing:

11:00 AM ET | 4:00 PM BST

Key takeaways:

  • Personalization: Technology enables highly bespoke financial strategies beyond traditional asset allocation.
  • Client as the Differentiator: The rising importance of seamless, tech-enabled, and relationship-focused client interactions.
  • Meeting Expectations across Generations: Insights into the shifting preferences and changing values of investors.
  • Balancing Trust and Tech: The future of transparent hybrid advisory approaches blending human expertise and AI driven expectations.
  • Building Human Touch through Transparency: Key strategies to enhance long-term client relationships in an increasingly digital-first industry..

Speakers:

Peter Went, CFA
Senior Director, Learning Content
CFA Institute
Chris Cutler, CFA
President
Manager Analysis Group
Helena Eaton, CFA
Investment Advisor
Bedrock Group

Webinar

Navigating wealth & private markets series — The future of private wealth management

Complimentary